Upcoming customer events and training

Discover how to use the Lookup tab, scratchpad, and workbook cloning to build and compare alternative budget scenarios.

By the end of this session, you'll know how to use the updated CRM and Sales Insights together to manage your team's pipeline and account activity with confidence — not just what the features do, but how to build them into the way you run your week.

By the end of this session, you'll be confident using the new Phocas CRM in your day-to-day on your phone, in the field, and without the admin overhead that makes logging feel like a second job.

Discover how to use the Lookup tab, scratchpad, and workbook cloning to build and compare alternative budget scenarios.

By the end of this session, you'll know how to use the updated CRM and Sales Insights together to manage your team's pipeline and account activity with confidence — not just what the features do, but how to build them into the way you run your week.

By the end of this session, you'll be confident using the new Phocas CRM in your day-to-day on your phone, in the field, and without the admin overhead that makes logging feel like a second job.

Discover how to use the Lookup tab, scratchpad, and workbook cloning to build and compare alternative budget scenarios.

By the end of this session, you'll know how to use the updated CRM and Sales Insights together to manage your team's pipeline and account activity with confidence — not just what the features do, but how to build them into the way you run your week.

By the end of this session, you'll be confident using the new Phocas CRM in your day-to-day on your phone, in the field, and without the admin overhead that makes logging feel like a second job.